Salesforce – Macro Headwinds, Leadership Turnover & Short-term Performance Outlook

  • Public Equity
  • TMT
  • North America


Former VP at Salesforce Inc


  • Macroeconomic headwinds facing Salesforce (NYSE: CRM), noting which cloud players are expected to feel the heaviest impact
  • How the departures of Bret Taylor, Stewart Butterfield, Mark Nelson, Gavin Patterson and Mark Carter could impact the company’s culture, growth and outlook
  • Short-term growth expectations and how Salesforce might recover from a challenging H2 2022 and likely difficult H1 2023
  • Potential deals to watch for given deflated software valuations
  • Profitability outlook and expectations for additional lay-offs, CAC (customer acquisition cost) dynamics or other cost-cutting measures


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